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Insigneo, announced a strategic partnership with upstart fintech firm Karta to launch a global charge card specifically targeting high-net-worth clients with U.S.-based assets.read more
Insigneo was honored with three major distinctions at the 2025 International Wealth Management Awards hosted by Citywire, a leading industry publication.read more
The strategic acquisition will bolster Insigneo’s assets under management by over $4 billion and add key advisory teams to its platform.read more
The firm introduces a fully integrated tech solution that redefines how financial professionals manage client relationships, portfolios, and compliance.read more
Kicking off our Citywire International Wealth Management Awards video series, we interview Raul Henriquez, founder and CEO of Insigneo.read more
Insigneo, the wealth management firm, has partnered with Luma Financial Technologies to offer a more robust structured notes capabilities to it's 250 financial advisors.read more
Over the past year, Insigneo has been taking steps to shore up its leadership team to help its expansion efforts. In May, the group hired Alfredo Maldonado to lead its business in New York and later recruited Carlos Mejia for the newly created role of head of M&A in September and Michael Averett as chief revenue officer was also part of this initiative.read more
The Miami-based firm's acquisition will allow it to expand its footprint in Texas and growing its Mexican client base.read more
Enabling investment professionals to manage client portfolios more effficiently. Alia is Part of Insigneo’s Commitment to Invest in Best-of-Breed Technology Solutions.read more
‘It probably should be seen as more of a starting point,’ said Insigneo’s chairman and CEO Raul Henriquez. ‘It served both as a catalyst to pique the interest of institutional capital as well as the logical reason why we would or should tap on their doors.’read more
Today, Miami being one of the coolest and most thriving cities in America, it was a great honor to have Mayor Francis X. Suarez light up the Brickell skyline with its brand-new high-tech Insigneo sign atop an iconic building. A truly humbling moment.read more
Insigneo acquired Puerto Rico-based broker-dealer Citi International Financial Services, LLC (CIFS) and Citi Asesores de Inversion Uruguay S.A. (Citi Asesores).read more